SalesIntel Admin Academy

Chapter 1: Welcome & Foundation Setup

• 1.1: SalesIntel Admin Roles
• 1.2: Using the dashboard and success center to drive adoption
• 1.3: Add and manage your users + their activity
• 1.4: Installing the RevDriver Chrome extension
• 1.5: Installing VisitorIntel

Chapter 2: Integration & CRM Connection

• 2.1: CRM/platform connections
• 2.2: Configuration & Mappings

Chapter 3: Data Foundation & Search Mastery

• 3.1: Understanding SalesIntel Data Accuracy Tiers
• 3.2: Using company, contact, and suppression lists
• 3.3: Intro to the value of ICP identification and alignment + Using ICP Intel
• 3.4: Conducting a search in SalesIntel
• 3.5: Syncing named accounts with SalesIntel
• 3.6: Filtering data based on named accounts

Chapter 4: Intent Data & In-Market Account Identification

• 4.1: Setting up intent topics
• 4.2: Identifying in-market accounts with third party intent data
• 4.3: Identifying in-market account with first party intent data
• 4.4: Setting up technographics exports
• 4.5: The value of RevDriver and using RevDriver across the web

Chapter 5: Automation & Signals

• 5.1: Intro to automations, signals, and why they matter
• 5.2: Setting ICP Automations to discover new contacts/companies
• 5.3: Setting Intent Automations to discover in-market contacts/companies
• 5.4: Setting VisitorIntel Automation to act on website visitation
• 5.5: Setting up News Automations to find driving events
• 5.6: Setting up Job Change Automations to track your champions

Chapter 6: Enrichment & Advanced Features

• 6.1: Intro to the value of enrichment
• 6.2: Salesforce enrichment overview
• 6.3: HubSpot enrichment overview
• 6.4: Buying center enrichment for Salesforce and HubSpot overview
• 6.5: Custom list enrichment overview
• 6.6: FormsIntel formfill overview

Final Admin Exam

• Final Admin Exam